Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $126,569 | $45,872+175.9% | $77,081+64.2% | $68,495+84.8% |
| Participation rate | 61.5% | 55.9%+5.6pp | 67.9%-6.4pp | 67.9%-6.4pp |
| Annual return | -18.74% | 1.73%-20.5pp | 42.33%-61.1pp | -7.84%-10.9pp |
| Employer contribution / active EE | $2,035 | $1,650+23.3% | $2,813-27.7% | $2,596-21.6% |
| Participant deferral / active EE | $4,041 | $2,963+36.4% | $4,428-8.7% | $4,028+0.3% |
| Admin fee / account holder | $1,251 | $3,041-58.9% | $5,427-76.9% | $5,403-76.8% |